Careers

Great care for our clients starts with great care for our team

Take Your Next Step

The Benefits
of Working At Koss Olinger

To us, the paid holidays, tenured-based PTO, insurance coverage, parental leave and paid volunteering days are important.

Group 162
Lively Office
Culture
Group 160
Intentional
Growth
Group 167
Thoughtful
Care
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Certified™ By
Great Place to Work®*

2024
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Best Place to
Work in Gainesville, FL

2023

Additional Disclosures

Why is Koss Olinger

The Best Place to Work?

  • “In the 33 years I have worked here, Koss Olinger has become family. There is a synergy between the partners and the team members, and we all work to better each other through honest feedback and positive recognition. My colleagues and I truly believe in our mission. I know that I am making a difference in our company and in our clients’ lives.”

    — Alison Mathena, Retired after 33 years

    We’re not for everyone. But to the ideal candidate,

    We Have What You’re Looking For.

    A Place to Grow Long-Term

    The average tenure of advisors at our firm is 20 years and six years for the support team.

    A team to sharpen your skills

    Through honest feedback and positive recognition, our team members work together to help us all improve.

    A challenge to constantly evolve

    Our goal is to provide the best client experience possible. To do that, we often have to reinvent and break from convention.

    If you’re interested in leaving your resume with us, please complete our applicant survey.

    Complete Submission

    Open Positions

    We Are Accepting Applicants For The Following Positions.

    Wealth Management Intern

    The Wealth Management Intern plays a key role on Koss Olinger’s Advisory Team, gaining hands-on experience in client service, financial planning, client meeting preparation, research, and day-to-day wealth management activities. The intern works closely with Advisors and other members of the team while developing an understanding of Koss Olinger’s approach to serving clients, the financial planning process, and the systems and tools used to support client relationships.

    Apply Now

    Investment Intern

    The Investment Intern plays a key role on Koss Olinger’s Investment Team, gaining hands-on experience in investment research, portfolio management, client meeting preparation, data analysis, and reporting. Working alongside the Investment Team, the intern develops a strong understanding of Koss Olinger’s investment philosophy, portfolio construction process, investment managers, and financial markets.

    Apply Now

    Business Administration Intern

    The Business Administration Intern plays a key role on Koss Olinger’s Support Team, gaining hands-on experience across marketing, administration, communications, compliance, client service, and other firm-wide initiatives. The intern works closely with members of the Support Team and other departments, assisting with projects such as client communications, COI outreach, client gifting, compliance support, CRM management, reporting, and internal projects while developing an understanding of the day-to-day operations of a wealth management firm.

    Apply Now

    Client Service Associate

    We are seeking a highly organized, client-focused, and detail-oriented professional to join our growing independent advisory firm, serving our high net and ultra-high net worth clientele. The Client Services Associate role serves as a critical support partner for the firm’s advisors in a client facing capacity, delivering operational and service excellence.

    Apply Now
    Frankel